SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth

(Erstwhile SBI Magnum Balanced Fund - REGULAR PLAN -Growth)

Category: Hybrid: Aggressive
Launch Date: 31-12-1995
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
Expense Ratio: 2.18% As on ( 31-10-2018)
Status: Open Ended Schemes(Hybrid Scheme - Aggressive Hybrid Fund) for subscription
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 27,081.66 Cr As on ( 31-10-2018)
Turn over: 130.0
NAV as on 07-12-2018

125.46

0.87 ( 0.6962% )

CAGR Since Inception

14.08%

PERFORMANCE of SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth

Scheme Performance (%) Data as on - 07-12-2018

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth 0.07 9.61 15.14 16.66 14.08
Benchmark - - - - -
Hybrid: Aggressive -2.36 8.82 13.14 15.34 9.38

Yearly Performance (%)

Fund Managers

Mr. Dinesh Ahuja, Mr. R. Srinivasan

Mr. Ahuja is a B.Com (H) and MMS (Finance). Prior to joining SBI AMC he has worked with L&T Investment management Ltd., Reliance Asset Management Ltd and Reliance General insurance Company Ltd.

Investment Objective

Earlier known as Magnum open-end, the scheme seeks capital appreciation from a balanced portfolio of equity and debt securities

RETURNS CALCULATOR for SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

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Key Performance and Risk Statistics of SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth 9.64 1.19 -2.8 1.22 7.49 -
Hybrid: Aggressive - - - - - -

PEER COMPARISION of SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth

Period
Data as on - 07-12-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth 31-12-1995 0.07 10.75 9.61 15.14 16.66
Sundaram Equity Hybrid Fund Regular Growth 23-06-2000 3.78 10.64 11.07 10.53 13.03
JM Equity Hybrid Fund-Dividend 01-04-1995 3.35 9.89 7.82 10.45 12.93
JM Equity Hybrid Fund-Growth 01-04-1995 3.35 9.89 7.82 10.51 12.96
JM Equity Hybrid Fund - Half Yearly Dividend Option 15-09-2014 3.32 10.12 8.49 0.0 0.0
JM Equity Hybrid Fund - Monthly Dividend Option 24-11-2014 3.32 9.95 8.2 0.0 0.0
JM Equity Hybrid Fund - Quarterly Dividend Option 24-11-2014 3.25 9.81 7.77 0.0 0.0
JM Equity Hybrid Fund - Annual Dividend Option 15-09-2014 3.12 10.01 8.41 0.0 0.0
Sundaram Equity Hybrid Fund Regular Dividend 23-06-2000 2.65 10.02 10.64 10.25 11.12
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth 01-02-1993 2.4 11.3 9.3 15.39 17.2

PORTFOLIO ANALYSIS of SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth

Asset Allocation (%)

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